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29 Fiduciary Reporting Forms
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Schedule G (Form 990) What Is Schedule G (Form 990) Schedule G is an additional form accompanying the main IRS Form 990 or Form 990-EZ. It is designed to provide the IRS with specific information about an organization's fundraising activities, including events, campaigns,
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Schedule C (Form 990) What is Form 990 Schedule C Form 990 Schedule C is designed for organizations that engage in political campaign activities or lobbying actions. The IRS requires detailed reporting to ensure the activities align with the organization's tax-exempt statu
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Form 990 Schedule A What Is Form 990 Schedule A Also known as Public Charity Status and Public Support, 990 Form Schedule A is an important IRS document used by tax-exempt organizations to provide detailed information about their public charity status and the sources of thei
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Form 8955-SSA (2021) Purpose of Form 8955-SSA (2021) The primary purpose of 8955-SSA for 2021 is to provide the IRS with information about separated participants with deferred vested benefits. The form contains details such as the participant's name, social security numbe
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Form 990-PF What is Form 990-PF? The 990 PF Form is an extensive thirteen-page document used by organizations with a "private foundation" status to notify the IRS of their activities and calculate taxes. The calculations differ depending on the specific typ
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Form 990-T (2020) What Is Form 990 T 2020? Form 990-T is an annual tax return used by tax-exempt organizations to report their unrelated business income and to pay income tax on that revenue. It’s separate from other tax forms that non-profit organizations are requir
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Form 990-PF (2020) What Is IRS Form 990-PF? IRS Form 990-PF is a United States Internal Revenue Service form that private foundations use to report annual financial activities. Due to the yearly updates in tax laws and regulations, private foundations must be keen to follow
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Form 990-PF (2019) What Is Form 990-PF Form 990-PF is a tax document required by the Internal Revenue Service (IRS) from private foundations in the United States. This form provides the IRS with annual financial information about a private foundation's income, expenses,
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Form 990 Schedule B (2020) What Is Schedule B Form 990 Schedule B Form 990 is a supplemental form used by organizations when filing their Form 990, Form 990-EZ, or
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Form 990-W (2021) What Is a Form 990-W Form 990-W is an essential tax form used by tax-exempt organizations to estimate their federal income tax. Like businesses and individuals who pay quarterly estimated taxes, many non-profit organizations must estimate and prepay their
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Form 990 Schedule I (2020) Overview of Form 990 Schedule I for 2020 Form 990 Schedule I 2020 is a supplementary document required by the Internal Revenue Service (IRS) for non-profit organizations that file
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Form 5558 What Is Form 5558? The 5558 form is also known as the Application for Extension of Time To File Employee Plan Return. This is a unique one-time form that is widely used by employers. If you have never heard of what is form 5558, you may have never had a s